Countdown to Retirement

There are many steps to take in the five years before retirement to ensure maximum retirement preparation. This course describes a financial plan of action for those five years. It addresses key issues, such as the importance of capital protection during these years, the role life insurance plays, and how best to organize affairs.

This information provides excellent oversight of a key transitional life stage.

• Initiate a financial game plan for the five years before retirement;
• Identify the goals must be accomplished in the final years of full-time employment;
• Explore the actual steps needed each year in order to achieve those goals.